2026 Investor Day of icapital.biz Berhad

Back in the 2023 Investor Day, Capital Dynamics CEO Tan Teng Boo turned bullish on KLSE long before the semiconductor boom took hold, citing two pivotal catalysts: policy clarity under the Anwar administration and Malaysia’s fast-growing semiconductor ecosystem. His thesis has proven remarkably prescient.

Fast forward to 2026: semiconductor exports now account for 35.5% of Malaysia’s total Jan-Jun exports, surging from just 27.6% in 2025. While the FBM KLCI has climbed steadily, semiconductor counters have delivered impressive returns.

Dubbed “something of a prophet”, Tan Teng Boo will unpack how the AI revolution supercharges the semiconductor value chain and unveil his latest long-term outlook for the FBM KLCI — building on his landmark 2023, 2024 & 2025 bullish market forecasts.

Whether AI is a fleeting trend or a generational revolution, its impact on your portfolio, career and business are undeniable. Get first-hand expert analysis and industry leaders live at KLCC.